Delta Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
21,060
+1,043
| +5% | +$149K | 1.06% | 31 |
|
|
2025
Q1 | $3.35M | Buy |
20,017
+89
| +0.4% | +$14.9K | 1.26% | 26 |
|
|
2024
Q4 | $2.89M | Buy |
19,928
+7
| +0% | +$1.01K | 1.07% | 29 |
|
|
2024
Q3 | $2.93M | Sell |
19,921
-310
| -2% | -$45.7K | 1.07% | 32 |
|
|
2024
Q2 | $3.16M | Buy |
20,231
+4,921
| +32% | +$770K | 1.23% | 21 |
|
|
2024
Q1 | $2.42M | Sell |
15,310
-69
| -0.4% | -$10.9K | 0.96% | 36 |
|
|
2023
Q4 | $2.29M | Sell |
15,379
-170
| -1% | -$25.4K | 0.99% | 34 |
|
|
2023
Q3 | $2.62M | Sell |
15,549
-45
| -0.3% | -$7.59K | 1.18% | 27 |
|
|
2023
Q2 | $2.45M | Sell |
15,594
-59
| -0.4% | -$9.28K | 1.08% | 27 |
|
|
2023
Q1 | $2.55M | Sell |
15,653
-211
| -1% | -$34.4K | 1.23% | 23 |
|
|
2022
Q4 | $2.85M | Buy |
15,864
+31
| +0.2% | +$5.56K | 1.38% | 19 |
|
|
2022
Q3 | $2.28M | Buy |
15,833
+38
| +0.2% | +$5.46K | 1.21% | 23 |
|
|
2022
Q2 | $2.29M | Sell |
15,795
-257
| -2% | -$37.2K | 1.14% | 28 |
|
|
2022
Q1 | $2.61M | Sell |
16,052
-13
| -0.1% | -$2.12K | 1.12% | 26 |
|
|
2021
Q4 | $1.89M | Buy |
16,065
+54
| +0.3% | +$6.34K | 0.77% | 50 |
|
|
2021
Q3 | $1.62M | Buy |
16,011
+37
| +0.2% | +$3.75K | 0.72% | 52 |
|
|
2021
Q2 | $1.67M | Sell |
15,974
-168
| -1% | -$17.6K | 0.74% | 52 |
|
|
2021
Q1 | $1.69M | Sell |
16,142
-2,041
| -11% | -$214K | 0.79% | 49 |
|
|
2020
Q4 | $1.54M | Sell |
18,183
-6,442
| -26% | -$544K | 0.77% | 50 |
|
|
2020
Q3 | $1.77M | Sell |
24,625
-402
| -2% | -$28.9K | 0.98% | 38 |
|
|
2020
Q2 | $2.23M | Sell |
25,027
-461
| -2% | -$41.1K | 1.31% | 20 |
|
|
2020
Q1 | $1.85M | Sell |
25,488
-5,262
| -17% | -$381K | 1.27% | 25 |
|
|
2019
Q4 | $3.71M | Sell |
30,750
-339
| -1% | -$40.9K | 1.45% | 20 |
|
|
2019
Q3 | $3.69M | Sell |
31,089
-332
| -1% | -$39.4K | 1.49% | 18 |
|
|
2019
Q2 | $3.91M | Buy |
+31,421
| New | +$3.91M | 1.61% | 11 |
|